Jcurve Support Articles

CRM tasks represent "to do" activities that require completion. Each CRM task is an independent record tracking the task details and assigning responsibility. These tasks can be allocated to an employee, partner, or vendor for execution.

Structure project tasks in a hierarchical format, dividing them into parent tasks and subordinate tasks to effectively organize the various elements of a project.

Utilizing Project Management, you can establish a service item that generates a project each time the item is sold. This functionality applies exclusively to Service For Sale and Service for Resale items. You can specify a service item to initiate project creation and outline the associated tasks. Subsequently, after the sale of these items, you can efficiently generate projects in bulk from sales transactions.

1. Always send using a FROM domain you control.

When utilizing a Default Email Template within an Invoice Transaction Form, an Adobe Hyperlink in the footer of the email body is intentionally included. However, some mail filters may block emails containing hyperlinks, leading to potential deliverability issues. This guide outlines steps to remove the hyperlink and enhance email deliverability.

As of NetSuite 2024.1 release, the DKIM setup has changed, and the new method of configuring it in NetSuite is simpler than the previous procedures. NetSuite generates all necessary information, including the selector naming, for customers to add two DNS CNAME records to their domain provider's website. These two CNAME records enable Oracle NetSuite to manage the rotation of DKIM keys, which is a crucial security feature.

As NetSuite 2024.1 release

As of NetSuite 2024.1 release

As NetSuite 2024.1 release

As of NetSuite 2024.1 release

Before you install the Project 360 Dashboard SuiteApp, make sure you enable the following features in your NetSuite account:

User needs to display the Document Number field in the Email Template.

A user wants to blank out the Purchase Price field for multiple items simultaneously due to thousands of records with existing purchase prices.

During an update of a transaction via CSV import, the error"Invalid item reference key XXX for subsidiary XXX"is encountered.

When creating a new Email Template Category using an Administrator role, the user can set the record to Public under the Restrict Access subtab.

Emails on the cases are not received on Assigned To employee's Outlook application but inside the case record, the emails are recorded on the Messages sublist.

When importing a CSV File to create or update anInventory Adjustmentrecord, an error: "You cannot create an inventory detail for this item" can be encountered when the item you are importing is not aSerial/Lot Numbered Itemor does not use bins.

User received an error message on the CSV file forInvalid item reference key XXXXafter following the usual process of importing transactions such as Inventory Adjustment.